Business Service Officer, BB in Tarrytown, NY at Key Bank- Corporate

Date Posted: 10/19/2018

Job Snapshot

  • Employee Type:
  • Location:
    660 White Plains Road
    Tarrytown, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

To provide relationship management support to enable assigned Relationship Manager(s) and sales teams to build and expand proactive sales efforts while maintaining required service level intensity and portfolio quality. To capitalize on opportunities to expand or retaining client relationships through cross- sale identification.

Assists in managing customer relationships in conjunction with Business Service Center.
Monitors customer relationship to determine potential cross sell opportunities and takes a proactive role in customer retention.
Assists in the new application process and loan closing process.
Assists with administrative, operational and documentation efforts of Relationship Managers.
Fields incoming service requests, handles inquiries in an efficient and timely manner. Solves customer problems, first resolution.
Handles Loan documentation issues that involve the Loan Operations Departments and that necessitates customer involvement.
Knowledge of Bank?s financial relationship with clients (i.e., depository relationship, loans, leases, etc.) and easily access all information pertaining to such, and to address clients questions or concerns.
Understands core deposits and cash management products and affects set- up of all client deposit products.
Assures accuracy and timeliness of information systems supporting sales initiatives by maintaining call and deal tracking databases as needed, and by preparing and analyzing profitability reports on clients.
Assists RMs in call preparation including performing industry/client research, preparing agendas and sales proposals and the initiating all follow- up correspondence.
Also assists sales efforts by serving as back up for the automatic lead assignment process, sets call appointments, and introduces product to clients and prospects to effect cross sell opportunities.

Minimum 1- 5 years related work experience
General to working knowledge of financial products and services.
Demonstrated excellent written and verbal communication skills.
Excellent customer service skills.
Great PC skills (Word, Excel, Power Point) and navigation of Internet.
Strong organization and follow up skills.
PC with Word, Excel, PowerPoint, CWA, SAS, CRISP and other RMW applications.
General office equipment used.

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 31703BR

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